Usermanagement - users

The article below pertains to Procure to Pay (P2P) for the following applications and/or module(s):

AP Automation
Procurement

Overview users

In the overview of the users some columns with basic data and permissions of the users can be seen.
Click on Setup   → Platform → Users:

Filter and sort

Within the user overview it is possible to sort some columns ascending/descending as desired.
Via the "Search" field you can also search by first name, last name, username, e-mail, ERP ID (personnel number as known in your financial system) and permission groups.
For the permission groups, you can also search for the title of the created permission group, but also for the company code or company name.

It is possible to sort on the following columns using the sort icon:

Active, First name, Last name, Username, E-mail, ERP ID, Department, and last login. 

In addition, it is possible to filter on the license type using the filter icon .
This indicates whether the user has full or limited rights.

Actions in user overview

• Activate/deactivate users.
  Multiple users can be activated or deactivated at once. To do this, you must first select the users by checking them and then clicking on the 'Actions button'.

• Filter by active and inactive users.
  Filtering is possible on: all active users, all inactive users or all users.
  
• Exporting users.
  You can export the users by clicking on the button.
  An Microsoft Excel document is then created with all users (active and inactive) from this list.
   
• Importing users
  You can import external users by clicking on the button.
  Please see the following article for more information about importing external users.

Creating a new user

To add a new User or change an existing one, click Setup → Platform → Users

Click on the button in the User overview.
A new User can now be created. This page contains three tabs:

• General settings
• Authorization
• AP Automation Settings
• Procurement settings (these settings are only visible when the module Procurement is active)

The General Settings and AP Automation settings tabs are described and can be found under Other information Setup → Other information Setup → User settings.

Tab Authorization

In this tab the permissions for a user are assigned. Permission groups are split into two types: generic and company-specific. Generic permission groups apply to all company numbers. Company-specific permission groups can only be assigned to specific company codes, making it possible to give the user access to parts of the application for specific company codes in addition to the generic permissions.

First it is determined which generic permissions this user has. On the Company 'All' line, the permission groups that apply to all company codes are selected.

Additional permission groups can then be assigned per company code. So the permissions are, as it were, added up. 

In the example above, the user is granted all permissions associated with the permission groups 'basic_user' and 'reader' for all company codes. She receives the permissions of 'account_payable' for company number 1 and the permissions of 'application_owner' for company number 2.

*Only the application owner can change specific user permissions and settings.